Better Proposals + Harvest
Better Proposals + Harvest
Create new Harvest clients from newly-signed Better Proposals proposals
Streamline your business process with this efficient workflow. When a proposal is signed in Better Proposals, it triggers a new client creation in Harvest. This simplifies your client management, ensuring no leads fall through the cracks and you can focus on delivering stellar services. It's an effective automation strategy for maintaining a seamless transition between proposal acceptance and project initiation.
- When this happens...Proposal SignedTriggers when a proposal is signed.
- automatically do this!Create ClientCreates a Client
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More things you can do with Better Proposals and Harvest
Discover other triggers and actions you can use with Better Proposals and Harvest
- New Proposal
Triggers when a new proposal is created.
Try ItTriggerPolling - Proposal Paid
Triggers when a proposal is paid.
Try ItTriggerPolling - Proposal Signed
Triggers when a proposal is signed.
Try ItTriggerPolling - Invoice Paid
Triggers when an invoice is fully paid.
Try ItTriggerPolling
- Proposal Opened
Triggers when a proposal is opened.
Try ItTriggerPolling - Proposal Sent
Triggers when a proposal is sent.
Try ItTriggerPolling - CompanyRequired
- Short Description
- Brand
- Cover
- Template
- Currency
- Add Tax to the Proposal?
- Tax Name (e.g. VAT, IVA, GST)
- Tax Percentage
- Recipient First Name
- Recipient Last Name
- Recipient Email Address
- Eligible to Sign
ActionWrite- Invoice Sent
Triggers when an invoice is sent or marked as sent.
Try ItTriggerPolling